The configuration and data migration process was a bit confusing and more time consuming then we planned on.

Reporting out-of-the-box is very limited, but an interface with Tableau is available for an additional fee.

When adding a photo under profile, the photo can't be seen 100% after it's downloaded. So for our restricted users, it's hard to view a client’s photo because only the forehead if visible.

There's the ability to report directly from the raw data (from the back end) but this requires a fair bit of extra knowledge to get it working effectively.

Everything was handled remotely so, if there is any complaint I believe it is just not being able to work in person with anyone.

User friendly, flexible, you can design to fit the needs for Case Management Program.

The software can be difficult to configure and test.

This blocks out more time than is real time for clinicians availability.

Overall the staff at Penelope is helpful and knowledgeable. Penelope is pretty expensive compared to many other databases and the software does offer a good bit to help compensate for the cost.

With Penelope, we are able to share necessary client information with other case managers with greater ease and efficiency.

Some parts are difficult to navigate without referring to the written instructions.

Customer support is wonderful. It's easy to navigate with great instructions right there.

Overall really good experience, staff are knowledgeable and great to work with.

Lack of modern functionality, lack of communicating to customers, broken promises with timing.

Penelope was able to offer customizable options and reports (reports are an additional cost) that fit our needs.

Can be difficult to teach new users the organization behind the software, not always intuitive, billing statements are incredibly complicated.

Our particular business pushed the Penelope system slightly out of its intended scope, but the Athena team has been so flexible with us and very creative in solving our issues.

It allows our 110-member staff to record information in the correct categories. We are able to source the data collected from Penelope and integrate it into our excel spreadsheets.

We did have issues where Athena struggled to understand our business model during configuration.

The ease of access to log into Penelope and the extensive help support (trainings, guides available on the website, and direct technical support) are additional key features Athena excels in.

We love the ability to configure Penelope to best fit our organization, and we look forward to the reporting updates in the near future.

Although we are struggling to get Athena software to add some new features that most health care software has already incorporated, such as integrated client sign ins.

The best part about this software is the customer support that comes with it. We were able to customize it with the help of the Athena team to meet all of our case management needs.

We have found great value for money in this partnership.

When we initially utilized Penelope I accidentally delete en entire file.

Additionally, the document production portion has been wonderful. We are not re-creating the wheel everytime we want to send something to a client, opposing counsel, or the court.

With Smart Advocate's features, updates, support, and innovation, there is no other way but growth. It's a powerhouse of a tool for great staff, which gives clients the most significant outcome.

For example, we are expediting electronic contracts/agreements to clients via text message and email, whereas other firms are still stuck on paper contracts.

Excellent case management system and terrific customer support.

I have a great snapshot of where our referrals are coming from and how much we spend on those campaigns. This generates a clear cost per case and cost per call.

Intuitive legal software with great customizations available and support.

The ability to customize every feature to best fit our needs. The quick responses from SmartAdvocate support and their willingness to listen to suggested changes.

I really like the added features for attaching documents that are applicable in that particular setting. We have been transitioning to going more paperless and SmartAdvocate is great for that.

That said, when a dislike does arise, reaching out to SmartAdvocate usually remedies our dislikes. For example, the recommendation was to set up multiplaintiff parties under one case number.

All the monitoring and reports you could want built in without exporting to a spreadsheet. Extremely efficient which increases productivity.

This program is extremely user friendly & my cases are all extremely organized.

It is both a good and a bad thing how much information can be stored into SA.

The lack of ability to seamlessly handle single event accident cases involving multiple parties.

The customer service is amazing and they respond quickly if you have questions. I love that they offer on line classes if you want to learn more.

This program is a great tool. It is very user friendly and I like the step by step training.

The customer service is excellent. If you ever have any issues at all they are always there to help.

Great product that is better and half the price.

This is an intuitive system that helps drive our success.

Inability to write custom reports and intake functionality.

Smart Advocate easily integrated into our firm with a relatively seamless transition from our prior case management software.

Overall, the software is a powerful tool to help with the day-to-day management of a large caseload.

Comprehensive Case Management and Endless Ability to Customize.

The only Personal Injury Case Management Software to consider.

The SmartAdvocate support team is amazing and very responsive.

It is a tad complex and can be intimidating for new users. The reporting features are also a little bit bulky and complicated.

Always helpful and quick to respond to any questions or concerns. I would definitely recommend Smart Advocate to any law firm.

Impressive capabilities to integrate with other legal software products.

I like the ability to customize the tasks and evenly distribute the workload using statuses and stages. Also, Dayhanarah is awesome.

Pretty user friendly once you learn the system.

Great, as someone who came into an office job for the first time, using this software has been easy, and is very helpful in organization.

It can be difficult to learn the system since there is a lot to learn, but once you know where everything is it's very simple to use.

US Dollar

Penelope is a cloud-based case management solution for nonprofits, governments, universities and health and social services providers. Primary features include scheduling, notes, smart forms, automated workflows, email and SMS reminders, staff communication tools, referral and wait list management and reports.

The automation engine allows users to set workflows, tasks, notifications alerts and action triggers. Users can create time or event-based workflows to suit their requirements. It provides multiple pre-built reports on client demographics, service provision stats, client outcomes and others. Users can export these reports to Microsoft Excel, Crystal Reports, or MS-ACCESS. It also offers integration with Tableau that helps in creating data visualizations.

They offer a mobile feature named Engage for Penelope that allows users to fill documents and conduct discussions with providers from their smartphones or mobile devices.

Social Solutions is becoming Bonterra. Learn more at www.bonterratech.com.


LongDescription

Treatment Planning

Document Templates

Patient Records Management

Employee Management

Case Management

Surveys & Feedback

Electronic Payments

Payment Processing

Time Tracking

Email Alerts

Customizable Reports

Access Controls/Permissions

Activity Tracking

HIPAA Compliant

SMS Messaging

Group Notes

Charting

Progress Tracking

Digital Signature

Referral Tracking

Task Scheduling

Ad hoc Reporting

SSL Security

Electronic Signature

Confirmation/Reminders

Credit Card Processing

Invoice Management

Wait List Management

Attendance Management

Communication Management

Medical History Records

Calendar Management

Customizable Fields

Collaboration Tools

Self Payment

Template Management

Client Chart Audit Tools

Scheduling

Data Import/Export

Graphical Data Presentation

Assessment Management

Multi-Location

Self Service Portal

Contact Management

Dashboard Creation

E-Prescribing

Training Management

Role-Based Permissions

Client Portal

Forms Management

Workflow Management

Initial Assessments

Child Welfare Management

Activity Dashboard

Reporting & Statistics

Reminders

Administrative Reporting

Medical Billing

Customizable Templates

Billing & Invoicing

Program Management

For Mental/Behavioral Health

Alerts/Escalation

Real Time Reporting

Referral Management

Patient Management

Goal Setting/Tracking

Compliance Tracking

Reporting/Analytics

Case Notes

Contact Database

Progress Reports

Claims Management

Case List Management

Customizable Forms

Appointment Management

Records Management

Client Management

Third Party Integrations

Appointment Scheduling

Multi-Provider Practice

Team Notes

Task Management

Authorization Tracking

Document Management

Email Reminders

Windows 7

Windows Vista

Windows XP

Mac OS

Linux

Unix

Web browser (OS agnostic)

Windows 2000

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

11-50

51-200

201-500

501-1000

1000+

Penelope

In Person

Live Online

Webinars

Documentation

Videos

The concept for SmartAdvocate was first created by a national plaintiff’s personal injury law firm.
In their search for a software product to help resolve many of their specific case management challenges,
they realized there were none on the market.

Over a 5-year period, a comprehensive wish list was developed. It included features that they and any law firm would use to save time and increase the efficiency and accuracy of handling cases and operational details. Next, a team of expert technicians and programmers, along with experienced personal injury lawyers, paralegals and law firm management consultants developed the first version of SmartAdvocate – with a unique and personalized focus on personal injury and mass tort litigation law.

More than two decades later, SmartAdvocate has evolved with dozens of major software updates and thousands of new features and enhancements released annually. 

Serving law firms in all practice areas worldwide, SmartAdvocate has remained dedicated to using client feedback, reviews, and requests as their main guide in software developments. Among SmartAdvocate’s proudest achievements is their 135+ integration partners that include services like eSignature, accounting software, texting, medical records retrieval, and much more.


Bonterra Penelope vs SmartAdvocate

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